Aa Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Aa Financial Advisors, LLC

  • $410 Billion
  • Q1 2025

A detailed history of Aa Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 13,230 shares of SCHD stock, worth $339,614. This represents 0.09% of its overall portfolio holdings.

Number of Shares
13,230
Previous 16,964 22.01%
Holding current value
$339,614
Previous $463 Million 20.18%
% of portfolio
0.09%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$27.01 - $28.54 $100,855 - $106,568
-3,734 Reduced 22.01%
13,230 $370 Million
Q4 2024

Jan 23, 2025
BUY
$26.93 - $84.95 $305,655 - $964,182
11,350 Added 202.17%
16,964 $463 Million
Q3 2024

Oct 18, 2024
BUY
$77.02 - $85.06 $89,574 - $98,924
1,163 Added 26.13%
5,614 $475 Million
Q2 2024

Jul 16, 2024
BUY
$75.81 - $80.15 $53,673 - $56,746
708 Added 18.92%
4,451 $346 Million
Q1 2024

May 03, 2024
BUY
$75.25 - $80.63 $69,681 - $74,663
926 Added 32.87%
3,743 $302 Million
Q4 2023

Apr 02, 2024
BUY
$66.9 - $76.32 $188,457 - $214,993
2,817 New
2,817 $214 Million

Others Institutions Holding SCHD

# of Institutions
1,967
Shares Held
851M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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